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COMMENT
Black box technology for airplanes. It is starting to turn heads again. He is going to look at it again.
Transportation
COMMENT
They have debt and when you don't know your revenue, debt is a scary thing. The question is how do you feel about oil prices. He does not think fack wells are that attractive unless you have lots of capital. It depends where you think oil prices are going in Western Canada.
oil / gas
DON'T BUY
There was a very, very convincing short seller report as a video a couple of years ago. What they need is a huge investor to come in. He does not want to own any of the big ones. In order to be a winner at this you need to partner up with someone big.
agriculture
COMMENT
They were once the victim of a short seller report and they came out unharmed. Companies that acquire a lot like they do tend to blow up but they have done smart acquisitions, and maintained and increased their dividend. It would be nice to see more insider buying.
Transportation & Environmental Services
DON'T BUY
It is not a good entry point. They got hit when governments were not reimbursing as much for prescriptions. They seem to have stabilized that. He is nervous about it.
other services
TOP PICK

They are well funded and have lots of room to grow. It is a terrific franchise to own for the long time. (Analysts’ price target is $64.00)

merchandising / lodging
TOP PICK
All electric buses. Vans to double deckers. There is tremendous interest from all levels of governments. The transit authorities are terrified of ride-share services. The more aggressive ones are moving into this and need smaller buses. This is their biggest seller. (Analysts’ price target is $4.01)
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